Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T3 in their Schedule of Assets, totaling $610K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FRESNO PACIFIC UNIVERSITY FRESNO PACIFIC UNIVERSITY DC RETIREMENT PLAN | FRESNO CA | 367 | $53.4M | $270K |
| 2 | WYOMING SEMINARY WYOMING SEMINARY DEFINED CONTRIBUTION RETIREMENT PLAN | KINGSTON PA | 195 | $50.7M | $189K |
| 3 | AMERICAN METEOROLOGICAL SOCIETY |
BOSTON MA |
| 78 |
| $34.9M |
| $80K |
| 4 | LICK-WILMERDING HIGH SCHOOL THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 147 | $48.8M | $72K |
